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Eugen Craciun

World Investment Advisors, LLC

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About Eugen Craciun

Eugen Craciun is a financial advisor with over 20 years of experience in the industry. Eugen is currently registered with World Investment Advisors, LLC and holds Series 7 and Series 63 licenses. Eugen also has previous experience with Raymond James Financial Services, Inc., MML Investors Services, LLC, Transamerica Financial Advisors, Inc. and Valmark Securities, Inc. Eugen is a highly experienced professional with a proven track record of success. Eugen is committed to providing his clients with personalized financial advice and guidance. Eugen specializes in portfolio management for individuals and businesses. Eugen provides financial planning services, pension consulting, and educational seminars. Eugen is also licensed to sell variable, life, health, property and casualty insurance. Eugen can help you achieve your financial goals.

Firm Information

Eugen Craciun is currently registered with World Investment Advisors, LLC. World Investment Advisors, LLC is an investment advisor headquartered in Santa Barbara, California. The firm provides a variety of services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. They have over 190 investment advisor representatives and manage over $37 billion in assets for clients including pension and profit sharing plans, individuals, charitable organizations, corporations, and pooled investment vehicles.
World Investment Advisors, LLC

24 E. COTA STREET

SANTA BARBARA, CA 93101

$37.76B

Assets Under Management

5

Total Clients

238

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eugen Craciun’s Registration & Firm History

OH

06/27/2024 - Present

World Investment Advisors, LLC (Cleveland OH)

MA

02/02/2021 - 06/28/2024

RAYMOND JAMES FINANCIAL SERVICES, INC. (WESTBOROUGH MA)

OH

06/05/2008 - 02/03/2021

MML INVESTORS SERVICES, LLC (CLEVELAND OH)

OH

04/01/2004 - 06/09/2008

TRANSAMERICA FINANCIAL ADVISORS, INC. (BRECKSVILLE OH)

OH

07/16/2001 - 03/31/2004

VALMARK SECURITIES, INC. (AKRON OH)

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Licenses & Designations

BC

Issued 02/26/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eugen Craciun.
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